Balanced Rock Investment Advisor Purchases in Q2 2025

Balanced Rock Investment Advisor

  • $127 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Morgan Stanley ETF Trust
122K
New
N/A
122K $6.21B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
61.8K
New
$59.24 - $71.39 $3.66M - $4.41M
61.8K $4.4B
Vanguard Mun Bd Fds
32.4K
New
N/A
32.4K $2.38B
DFIP
Dimensional ETF Tr Inflation P

ETFs
51.7K
New
$41.11 - $42.42 $2.13M - $2.19M
51.7K $2.16B
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
43.7K
New
$47.03 - $48.37 $2.05M - $2.11M
43.7K $2.11B
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
40.5K
+ 36.69%
$32.04 - $38.14 $1.3M - $1.54M
151K $5.75B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
8.08K
+ 31.22%
$108.06 - $135.3 $873K - $1.09M
34K $4.6B
Dimensional ETF Trust
51.7K
+ 55.28%
N/A
145K $3.89B
VO
Vanguard Mid Cap ETF

ETFs
5K
New
$228.54 - $279.83 $1.14M - $1.4M
5K $1.4B
JPIB
Jpmorgan International Bond Op

ETFs
23.7K
New
$47.18 - $48.62 $1.12M - $1.15M
23.7K $1.15B
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
18K
+ 53.65%
$50.47 - $54.75 $906K - $983K
51.4K $2.7B
VV
Vanguard Large Cap ETF

ETFs
1.79K
+ 28.59%
$228.25 - $285.3 $408K - $510K
8.03K $2.29B
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
6.26K
New
$62.52 - $78.19 $392K - $490K
6.26K $486M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
9.99K
+ 21.36%
$36.02 - $41.92 $360K - $419K
56.7K $2.38B
DFSE
Dimensional ETF Tr Dimen Emrgn
2.65K
+ 3.05%
N/A
89.8K $3.42B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
754
+ 1.87%
$73.02 - $90.22 $55.1K - $68K
41.1K $3.66B
FSMD
Fidelity Covington Tr Small Mi

ETFs
7.64K
New
$34.67 - $41.47 $265K - $317K
7.64K $317M
DFAI
Dimensional ETF Tr

ETFs
6.26K
+ 31.87%
$28.02 - $34.71 $175K - $217K
25.9K $895M
NVDA
Nvidia Corp

Technology
1.63K
New
$94.31 - $157.99 $154K - $258K
1.63K $258M
VEA
Vanguard Ftse Developed Market

ETFs
852
+ 3.12%
$45.65 - $57.01 $38.9K - $48.6K
28.2K $1.61B
TD
Toronto Dominion Bank

Financial Services
127
+ 0.85%
$55.71 - $73.45 $7.08K - $9.33K
15.1K $1.11B
SCPH
Sc Pharmaceuticals Inc.

Healthcare
19.8K
+ 27.76%
$2.02 - $4.27 $39.9K - $84.4K
91K $347M
DFSU
Dimensional ETF Tr Dimen Us Su
2.2K
+ 10.43%
N/A
23.3K $914M
DFAE
Dimensional ETF Tr

ETFs
3.84K
+ 25.99%
$22.87 - $28.95 $87.9K - $111K
18.6K $539M
MSFT
Microsoft Corp

Technology
39
+ 3.66%
$354.56 - $497.45 $13.8K - $19.4K
1.11K $550M
VTV
Vanguard Value ETF

ETFs
661
+ 22.47%
$153.67 - $176.74 $102K - $117K
3.6K $637M
ICLN
Ishares

ETFs
4K
+ 9.16%
$10.56 - $13.31 $42.2K - $53.2K
47.6K $625M
HYXF
Ishares Tr Esg Advanced High Y

ETFs
979
+ 1.6%
$44.39 - $49.11 $43.5K - $48.1K
62K $2.94B
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
180
+ 1.71%
$51.36 - $62.5 $9.24K - $11.3K
10.7K $670M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
3.74K
+ 19.66%
$17.99 - $18.99 $67.2K - $71K
22.8K $432M
GM
General Motors CO

Consumer Cyclical
810
+ 8.25%
$42.48 - $50.46 $34.4K - $40.9K
10.6K $523M
CMCSA
Comcast Corp

Communication Services
1.9K
+ 17.09%
$32.84 - $36.72 $62.3K - $69.7K
13K $464M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
2.16K
+ 9.28%
$15.52 - $17.13 $33.5K - $37K
25.4K $435M
WDS
Woodside Energy Group LTD

Energy
2.12K
+ 17.6%
$11.5 - $16.77 $24.4K - $35.6K
14.2K $219M
HYDB
Ishares Tr Edge High Yield Def

ETFs
423
+ 7.09%
$44.64 - $47.48 $18.9K - $20.1K
6.39K $303M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
677
+ 6.46%
$25.27 - $27.14 $17.1K - $18.4K
11.2K $303M
T
At&T Inc.

Communication Services
145
+ 1.71%
$26.33 - $28.94 $3.82K - $4.2K
8.63K $250M
SCHO
Schwab Short Term Us Treasury

ETFs
214
+ 0.34%
$24.19 - $24.45 $5.18K - $5.23K
63.6K $1.55B
AAPL
Apple Inc.

Technology
141
+ 6.55%
$172.42 - $223.89 $24.3K - $31.6K
2.29K $470M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
16
+ 2.23%
$483.48 - $539.8 $7.74K - $8.64K
733 $356M
CRTO
Criteo S.A.

Communication Services
2.72K
+ 19.29%
$23.48 - $35.65 $64K - $97.1K
16.8K $404M
Activity Summary
Buys All Purchases 42 New Holdings 10 Increased Positions 32 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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